Maintain the Documentation Log

Use this procedure to edit or view the Documentation Log.

Procedure

1. To access the Documentation Log page, select Go To > Contract Maintenance > Documentation Log. 
2. Specify the search criteria and Documentation Log information, and then click Display Log Entries. The log entries appear. 
3. Optionally, click a check box above a column and then click Display Log Entries to exclude that column from the view. To make all the columns visible, click the Show all columns check box and then click Display Log Entries again.
4. Optionally, click a Contract Profile Name link. Relevant data appears in the edit fields in the Documentation Log Information section, including any comments added by previous users. 
5. Make edits to the Contract Profile, and then click Update Log Entry. The Update was successful! message appears.
6. If you are logged into the facility that you are specifying, you can also perform the following tasks while on this page:
   • Click Edit Contract Document. The Contract Document Maintenance page opens. For more information, refer to Maintain Contract Documents.
   • Click Edit Contract Profile. The Contract Profile Maintenance page opens. For more information, refer to Maintain Contract Profiles.

Use this procedure to delete an existing log entry.

Procedure

1. To access the Documentation Log page, select Go To > Contract Maintenance > Documentation Log.
2. Specify the search criteria, and then click Display Log Entries. The log entries appear.
3. Click a Contract Profile Name link. The edit fields are populated.
4. Click Delete Log Entry. The Delete was successful! message appears.

Although the log entry has been deleted, it has been left on the Documentation Log, with its Last Modified Action displayed in red as Deleted Contract Profile. This keeps track of who deleted a Contract Profile or Contract Document, and when it was deleted. The entries in the Contract File, Contract Effective Date, and Contract Document Name columns also display in red.

5. If you are logged into the facility that you are specifying, you can also perform the following tasks while on this page:
   • Click Edit Contract Document. The Contract Document Maintenance page opens. For more information, refer to Maintain Contract Documents.
   • Click Edit Contract Profile. The Contract Profile Maintenance page opens. For more information, refer to Maintain Contract Profiles.

The following table explains fields on the Document Log page. For internal users only, the source information is given for some fields, in the format: “Table.Field.” inventory_documentation_log.asp

Field	Description
Search Criteria
Display contracts that	Criteria allowing you to narrow down the list of contracts further
End Date	Last date in the date range of the date type selected
Facility Group	Drop-down list allowing the selection of the facility group for the facility to be examined
Search Date	Date type to use used for the search
Sort By	Order in which the results are sorted
Sort Order	Order in which the results are sorted
Start Date	First date in the date range of the date type selected
Then Sort By	Allows secondary and tertiary sorts within the results list
Documentation Log Information
Account Rep	The FinThrive account representative for the account
Client Loaded	Indicates whether or not the contract was loaded by the client (customer)
Comments	Comments concerning the issue
Contract Document Entry Date	Date the contract document was entered into the system
Contract Document Name	Name of the contract document
Contract Profile Effective Date	Date contract profile went into effect
Contract Profile Name	Name of the contract profile selected
Document Type	Type of document entered
Documentation Only	Indicates whether the account is documentation only
Expedition Request	Indicates whether or not the customer has requested that the item be expedited
Facility	Full name of the facility
Image ID	Unique file name of the contract image
Inventory Log Date	Date the contract inventory was logged
Inventory Received Date	Date the contract inventory was received by FinThrive
Inventory Rejection Date	Date the contract inventory was rejected by the analyst (if ever)
Issue Closed Date	Date the contract issue was closed
Issue Logged Date	Date the contract issue was logged
FinThrive Received Date	Date the document was received by FinThrive
Preliminary Analysis Completion Date	Date the preliminary contract analysis was completed
Preliminary Analyst	Name of the preliminary analyst for the contract inventory
Received Electronically	Indicates whether or not the contract information was received by electronic means
Rejected By	The individual who rejected the contract inventory
Rejection Return Date	Date the contract inventory was returned rejected
Status	Status of the documentation log entry